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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.45
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets464.38M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. JDVCX (464M). RLBCX pays higher dividends than JDVCX: RLBCX (1.98) vs JDVCX (0.61). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 11.92 vs. JDVCX (10.72). RLBCX return over 5 years is better than : 28.12 vs. JDVCX (-0.75).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.445 | 1.935 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 240B | 0% |
| Annual Yield % from dividends | 0.61 | 1.98 | 31% |
| Returns for 1 year | 10.72 | 11.92 | 90% |
| Returns for 3 years | 0.87 | 11.58 | 7% |
| Returns for 5 years | -0.75 | 28.12 | -3% |
| Returns for 10 years | 5.11 | 53.41 | 10% |
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